PlannerFees

Fioh Global Asset Management and Strategies, LLC fees and pricing

Financial planner in University Place, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Fioh Global Asset Management and Strategies, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“This negotiable rate would normally not exceed $300 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fioh Global Asset Management and Strategies, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Investment advisory fees charged by us are negotiable at our sole discretion.”
  • “Account Value at end of previous quarter $800,000 Quarterly fee ($800,000* 0.003125) = $2,500 The annual fee for our services is billed quarterly, in advance, based on the value of the account at the end of the quarter.”
  • “If the management agreement does not span the entire quarterly billing period, the fee will be prorated based on the number of days the account is open during the billing period.”

How Fioh Global Asset Management and Strategies, LLC’s fees compare

  • Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.

About Fioh Global Asset Management and Strategies, LLC

“Retirement Benefit Plan Optimization Services - For business owners, we use a decisionmaking process to help our clients identify the most appropriate benefit plans for their companies.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College planning
  • Divorce
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
64
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$46,429,289
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
157591
Website
fiohinvestments.com (opens in new tab)
Phone
(425) 954-3673

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.